Portfolio Management Services (PMS)Compare Schemes
Avestha - Growth vs Right Horizons - Flexi Cap
Add SchemeGrowth of ₹1 Crore
Avestha - Growth
Right Horizons - Flexi Cap
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.64%
4.94%
6 Months
21.51%
11.49%
1 Year
15.87%
3.89%
3 Years
14.38%
8.19%
5 Years
17.96%
11.02%
Since Inception
16.82%
10.97%
Fund Age
8 yrs 9 mo
13 yrs 8 mo
AUM
₹1,503.25 Cr
₹360.51 Cr
Alpha – 1 Year
11.15%
0.91%
Alpha – 3 Years
2.29%
−3.69%
Information Ratio – 3 Years
0.39
-0.18
Volatility – 1 Year
27.51%
23.04%
Volatility – 3 Years
22.70%
19.34%
Beta – 1 Year
1.48
1.26
Beta – 3 Years
1.25
1.17
Sharpe Ratio – 1 Year
0.47
0.04
Sharpe Ratio – 3 Years
0.50
0.30
Worst Rolling Year
1.64%
-8.10%
Value at Worst Rolling Year
₹1.02 Cr
₹0.92 Cr
Deepest Drawdown
−24.39%
−30.43%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
95.59%
Median Rolling Year
23.50%
11.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 12% · M 19% · S 67%
L 38% · M 28% · S 33%
Number of Stocks
17
29
Portfolio P/E
—
37.17
Top 5 Holdings
Apcotex Industries Ltd · 14.00%
AU Small Finance Bank Ltd · 10.22%
Praj Industries Ltd · 8.64%
P I Industries Ltd · 8.60%
Max Healthcare Institute Ltd · 8.46%
KEI Industries Ltd · 6.88%
Nuvama Wealth Management Ltd · 5.74%
ICICI Bank Ltd · 5.44%
Sky Gold & Diamonds Ltd · 5.38%
360 ONE WAM Ltd · 5.34%
Top Sectors
Capital Goods · 32.19%
Chemicals · 16.98%
Information Technology · 12.67%
Financial Services · 27.26%
Capital Goods · 15.52%
Consumer Durables · 13.57%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%